12 free models for the definition of objectives in Excel, Word and more

Defining clear and achievable goals is fundamental for success, both personal and professional. Using objectives definition models can simplify the process, making it more organized and manageable. In this article, we will explore 12 free models available in various formats such asExcel, Word and other platforms, which can help you plan and monitor your goals effectively. Each model is designed to meet specific needs, offering practical tools to facilitate your path towards achieving the objectives.

1. Smart model for the definition of objectives

What is the SMART model?

The Smart model is a tested approach for the definition of the objectives, which guarantees that each goal is well structured. The acronym Smart stands for:

• Specific: The goal must be clear and precise.
• Measurable: You must be able to evaluate the progress made.
• Impossible: The goal must be realistic and achievable.
• Relevant: Must have a meaning for you and for your context.
• Timed: It is important to have a deadline.

How to use the template

Using a Smart model allows you to write well -defined objectives. For example, instead of saying "I want to improve sales", you can specify "increase monthly sales by 20% by the end of the first quarter". This approach helps you maintain the focus and measure your progress effectively.

2. Model for the definition of sales objectives

Importance of a sales model

A specific model for the definition of sales objectives is essential to monitor key metrics and optimize commercial strategies. This type of model allows you to have an overview of your sales pipeline, facilitating the management of information and activities.

Template features

• Overview of metrics: Monitor sales in different phases of the process.
• Assignment of tasks: Allows you to delegate responsibility to the members of the team.
• KPI monitoring: Keep track of the main performance indicators.

By using this model, you can improve performance and identify growth opportunities.

3. OKR Template

What are OKRs?

Okr (objectives and key results) are a method of defining the objectives that helps organizations to focus on what is really important. The Okr are made up of two parts: the goal, which represents what you want to achieve, and the key results, which describe how you will measure progress towards that goal.

Benefits of using OKRs

• Clarity: Provide a clear direction for teams.
• Alignment: They promote cohesion between the different areas of the organization.
• Flexibility: They can be adapted according to the changes of the context.

A OKR model allows you to manage and monitor your goals systematically.

4. Balanced Scorecard Model

What is the Balanced Scorecard?

The Balanced Scorecard is a strategic management tool that helps translate the vision and strategy of an organization into operational objectives. This model takes into account various aspects, such as finance, customers, internal processes and learning and growth.

How does it work?

Using a model of Balanced Scorecard, organizations can:

• Monitor performance: Evaluate the effectiveness of the strategies implemented.
• Establish priorities: Identify the areas to concentrate to improve.
• Communicate progress: Provide clear updates to the stakeholders.

This model is particularly useful for companies that want to have a complete view of their performances.

5. Model for career objectives

Plan the professional path

A model for the definition of career objectives is a valuable tool for professionals who want to view their work path. This model allows you to plan and monitor the necessary steps to reach your professional aspirations.

Key elements of the model

• Career blueprint: Map the desired path.
• Development objectives: Define the necessary skills and experiences.
• Flexibility: Adapts the plan according to opportunities and changes.

Using this model, you can make informed decisions about your career.

6. Models for personal goals

Importance of personal planning

Defining personal objectives is essential for individual well -being and growth. A good model for the definition of personal goals allows you to establish and monitor short, medium and long term objectives.

Types of personal goals

• Health objectives: Improve physical and mental well -being.
• Financial objectives: Plan savings and investments.
• Relational objectives: Improve personal and professional relationships.

A model for personal goals helps you to remain motivated and concentrated on your aspirations.

7. Worksheet model for the definition of the objectives in Excel

Advantages of Excel

Microsoft Excel is a powerful tool for planning and management of objectives. Using a dedicated worksheet, you can organize and monitor your goals efficiently.

Template features

• List of activities: Insert the necessary steps to achieve the objectives.
• Assignment of liability: Divides the tasks among the members of the team.
• Real time monitoring: Keep track of the progress.

This model is particularly useful for the teams that work onprojectscomplexes.

8. Detailed model for Smart Objectives of Visme

Model features

The detailed model for Smart objectives of Visme allows you to break down the objectives into specific, measurable, impossible, relevant and timed components. This approach facilitates management and responsibility.

Template customization

• Edit content: Adapts the model to your specific needs.
• Add images: Make your plan visually attractive.
• Flexibility: Add or remove pages based on needs.

Use this model helps you maintain the focus on the objectives.

9. Annual model of definition of Note's objectives

Model structure

Notion offers an annual model for the definition of the objectives that allows you to plan and monitor the objectives for the entire year. This model is particularly useful for having an overview of your aspirations.

Key features

• Long -term goals: Plan objectives you want to achieve by the end of the year.
• State filters: Monitor progress and adapt plans according to needs.
• Useful notes: Add comments to provide further context.

This model helps you maintain motivation and remain concentrated.

10. Word model for the definition of the objectives

Using Microsoft Word

Microsoft Word offers a model for defining the objectives that can be used to plan and monitor progress. This model is simple and intuitive.

How does it work?

• Definition of objectives: Write clearly what you want to achieve.
• Tracking progress: Keep track of the results over time.
• Reward system: Set prizes to achieve specific goals.

This model is useful for those who prefer a more traditional approach to planning.

11. Powerpoint model for smart goals

Create effective presentations

PowerPoint is an excellent tool to view the objectives. By using a model of smart objectives, you can create engaging and information presentations.

Advantages of the model

• Clear display: Communicates the objectives in a simple and direct way.
• Captivating design: Uses graphics and colors to attract attention.
• Ease of updating: Easily change the contents based on changes.

This model is ideal for team presentations or meetings with stakeholders.

12. Powerpoint model for goal objectives

Tracking progress

The PowerPoint model for milestone objectives is designed to help you keep track of your progress towards specific goals. This model is useful to view the results and keep the motivation high.

Model features

• Dedicated sections: Includes spaces to list the goals and expiry dates.
• Description of actions: Details the activities necessary to reach each goal.
• View progress: Graphically represents the results achieved.

Using this model, you can keep your motivated team and focused on the objectives.

Conclusion

Choosing the right model for defining the objectives is essential for success. Each model described in this article offers unique tools and features that can help you plan, monitor and achieve your goals. That you are trying to improve your sales, plan your career or define personal goals, these free models are precious resources for your path. Start using one of these models and find out how they can improve your ability to achieve your goals.